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Aswath Damodaran Drops PRICELESS INSIGHTS About NVIDIA Stock 

Tom Nash
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21 авг 2024

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Комментарии : 178   
@TomNashTV
@TomNashTV 2 месяца назад
✍ Join my PATREON here: www.patreon.com/tomnash ✍ Try Stock MVP here: www.stock-mvp.com ✍ Join our Discord (FREE to join): www.discord.gg/tomnash
@fredericmeloche6293
@fredericmeloche6293 2 месяца назад
My longterm play with high price/great company is buy some and wait...then buy more if price go down or fondamentals go up..this strategy have always been good for me...16,25% compound annually since 2017...and now close to my first 7 figure!!
@frv6610
@frv6610 2 месяца назад
Why not just buy and forget during 7 years
@user-hx1sp2zu6p
@user-hx1sp2zu6p 2 месяца назад
I started late. I only started buying Nvidia @ 800. I buy 3 regularly every week. If it drops on certain days then i buy 2. I have 60 now. Looking forward to buying more. Will keep buying for long term. 😊
@prundonmcavoy7155
@prundonmcavoy7155 2 месяца назад
Nice capital to work with 👍
@bojankojic108
@bojankojic108 Месяц назад
good move, hare krishna
@johnireland6301
@johnireland6301 2 месяца назад
Good presentation. I did this with Amazon over the past 15 yrs as well Google. I bought on breaks, bought monthly, would buy 5 shares here and there out of boredom. I do the same with Nvidia. I am at a place in my life where I dont worry about money anymore. Take Tom’s message to heart. He is absolutely right.
@rnlpnnclexandtestpreparati5253
@rnlpnnclexandtestpreparati5253 2 месяца назад
Very limited individual!! Young people should not read your comment
@lou7139
@lou7139 2 месяца назад
nVidia is just built different. Even if the AI boom sputters out, Jensen and nVidia will already be ahead and onto the next thing. Did you see how fast the pivot was from crypto mining to AI training? Exactly.
@shars.555
@shars.555 2 месяца назад
Great comment.
@michaelschiemer3
@michaelschiemer3 2 месяца назад
I agree that NVDA is seen as the "Stock of the year." I'm interested in identifying potential stocks that could emulate META's growth over the next decade. With $250k allocated for investment, my goal is to retire comfortably.
@insightvideo6136
@insightvideo6136 2 месяца назад
Most people don’t even know what they’re looking at when they’re looking at NVIDIA. Don’t listen to “stock experts.” Unless your knowledgeable on tech like this (and most aren’t) you won’t see what’s coming. That means more money for me.
@ElementFreedive
@ElementFreedive 2 месяца назад
so are you buying now or selling?
@napalmkaoss1436
@napalmkaoss1436 2 месяца назад
Obviously he’s buying secretly and trying to fool you
@insightvideo6136
@insightvideo6136 2 месяца назад
@@napalmkaoss1436 Why? What would he gain?
@marveyblamonto
@marveyblamonto 2 месяца назад
after seeing his previous videos about NVDA he's saying that the valuation doesnt make sense with just the current products.. they need multiple other revolutionary products like AI to grow into the valuation but while the momentum is here the valuatin will stay high.. but fundamentals will catch up with it one day and give it a reality check.
@christineamelanchier2925
@christineamelanchier2925 2 месяца назад
CRWD is in the S+P500 now. Another recommendation of you, Tom! Your videos 💯
@maguilla
@maguilla 2 месяца назад
Remember every single company is searching for the Gold, Nvidia is selling all the shovels 😂.
@Meangenehimself
@Meangenehimself 2 месяца назад
Gonna sell everything except my socks and go ALL IN
@bethaniaguerrero7895
@bethaniaguerrero7895 2 месяца назад
😂😂
@shankarsridhar7907
@shankarsridhar7907 2 месяца назад
don't sell your socks. instead sell your feet pics. make more money and invest in Nvidia, rinse and repeat!
@actoutcomedy8995
@actoutcomedy8995 2 месяца назад
@@shankarsridhar7907 🤣🤣🤣
@ragmanintx
@ragmanintx 2 месяца назад
Always great content
@zacklee8054
@zacklee8054 2 месяца назад
Nvda is NOT overvalued.
@dalebruno5201
@dalebruno5201 2 месяца назад
Not even close
@thds4815
@thds4815 2 месяца назад
Could be true, but it ran up too quickly, gonna be some profit taking. Anyone buying at these highs is mentally ill
@AmmoTesting
@AmmoTesting 2 месяца назад
it's not detached. Models work based on growth rates. Once the growth rate slows down the multiple will go down and the stock will stall out or go down and then stall out
@StereoSoundAgent
@StereoSoundAgent 2 месяца назад
explanations like this one are why I watch your channel, well put
@HristoVitchev
@HristoVitchev 2 месяца назад
Awesome video Tom!!! Such honest and great points!!!
@napalmkaoss1436
@napalmkaoss1436 2 месяца назад
Great video and advice TomN
@Receiptscdkallday
@Receiptscdkallday 2 месяца назад
Saying Nvidia is overvalued is same as saying AI is overvalued
@SpyTrader1988
@SpyTrader1988 2 месяца назад
I just bought 10 shares of NVDIA at 120$ 🎉
@paul3080
@paul3080 2 месяца назад
Well said Tom Well said.🎉🎉🎉🎉
@brybar69
@brybar69 2 месяца назад
Tom, I respect your input and your intelligence... but I Need to hear about the upcoming investigation into Nvidia and Microsoft. My understanding is it could take months to possibly years. Please let us know your opinion since obviously we value your opinions.
@samlyons3552
@samlyons3552 2 месяца назад
us old guys can remember the AOL days....!...dont stay to long at the party !
@littleturtle5818
@littleturtle5818 2 месяца назад
That professor guy has never made sense to me, I am pretty sure he's clueless. The DCF model works well with value stocks, not growth stocks. For the growth stocks, the key is not the model itself, instead the key is to assess the future earnings down the road, so one has to understand the business of the company. And I can tell that guy has no idea.
@Xander756
@Xander756 2 месяца назад
He is definitely not clueless. He is widely regarded as one of the best if not THE best at valuation.
@blesseni
@blesseni 2 месяца назад
when the professor makes no sense to you, its probably you who are clueless.. not him.
@NS-pt9rr
@NS-pt9rr 2 месяца назад
Exactly why I sm buying Etf instead of direct Nvidia,, wise man once said, why look for the needle when you can buy the whole haystack.. 🙏
@danielpnguyen
@danielpnguyen 2 месяца назад
Damn. What is that bad ass monitor you have in the background?
@sana5000
@sana5000 2 месяца назад
Very helpful and informative.Thanks
@INVESTORY-Greg
@INVESTORY-Greg 2 месяца назад
the best video on the topic online !!!
@timothykuek86
@timothykuek86 2 месяца назад
Understand. Thank you for the advice.
@i8bigfoot
@i8bigfoot 2 месяца назад
Nvidia is the GOAT nvidia mania is here
@jimdillard2951
@jimdillard2951 2 месяца назад
"current share price reflects 50% growth for the next 5 years". What is your math to make this claim? You said it is trading at 32 times 2025 earnings.
@TomNashTV
@TomNashTV 2 месяца назад
I used a 50% earnings growth from current year at a 10% WACC in a simple DCF model on stock-mvp.com
@lionelohayon7175
@lionelohayon7175 2 месяца назад
what about amd
@marianoblackeye4990
@marianoblackeye4990 2 месяца назад
Well said, good analysis!
@deidrahines3746
@deidrahines3746 Месяц назад
Great video
@jrlottery7
@jrlottery7 2 месяца назад
When a company like NVIDIA surpassess Apple and is on target to be the #1 in market cap beating Microsoft, you HAVE to take notice! It's def impressive. Just remember to not only DCA, but to be diversified in your portfolio...never put ALL your eggs in one stock market basket - or in one stock!...
@dalebruno5201
@dalebruno5201 2 месяца назад
I agree. My next soon to be one of the big boys is SHOPIFY
@perkyb1213
@perkyb1213 2 месяца назад
Best buy I’ve ever made. Including Tsla.
@kailuastar
@kailuastar 2 месяца назад
Aswath is the guy that said Nvda was overvalued at 240 USD a few years ago?
@kainthomas
@kainthomas 2 месяца назад
Great video. Thanks 🙏🏻
@leechen7235
@leechen7235 2 месяца назад
Aswath said Nvidia is worth $240 per share 9 months ago, please sell all the $240 Nvidia shares to me. You can't compare today Nvidia with 98 to 2000 Cisco if you understand the technologies and the industry.
@geolykos
@geolykos 2 месяца назад
I admit I have FOMO after GTC and Computex and invested 6% of my portfolio into NVIDIA the past week. I had sold out the little I had months ago. I plan to invest another 6% over the next year.
@Travesten
@Travesten 2 месяца назад
Cereno Scientific NeXT rocket ❤
@MARKXHWANG
@MARKXHWANG 2 месяца назад
It is not momentum, it is the business fundamentals driving the stock
@deidrahines3746
@deidrahines3746 2 месяца назад
Great video!😊
@jakeheller-of1er
@jakeheller-of1er Месяц назад
Thank you
@h-sunny9918
@h-sunny9918 2 месяца назад
Buy buy buy buy all now
@Mcvida2222
@Mcvida2222 2 месяца назад
Love your presentation... keep it up.
@davidmaz6379
@davidmaz6379 2 месяца назад
Appreciate the Straight Talk- What is Your Take on Tickers: AVGO & MU, Are they a Buy?
@user-nu9mn7by1i
@user-nu9mn7by1i 2 месяца назад
Revux's innovative approach to AI and investments got me hooked
@ANQIHO
@ANQIHO 2 месяца назад
Great comment
@midwestcannabis
@midwestcannabis 2 месяца назад
Awesome🎉🎉🎉❤❤❤❤❤ Thx Tom! 🥳🙏👌👌💪💪💪
@thetruth1446
@thetruth1446 2 месяца назад
I got it late and to high, Webull froze my funds for 3 weeks and it went up like crazy in those 3 weeks. I still got a little but I'm doing this, I'll buy when it dips 10 or 15% and if it dont I'll just miss out
@jokedog
@jokedog 2 месяца назад
You know it is too expensive when CNBC and every other ppl talks about it non stop. This happened to Yahoo back in 2000, TSLA in 2021, etc
@LWYRUP05
@LWYRUP05 2 месяца назад
So dollar cost averaging is the way?
@nileshpatel3282
@nileshpatel3282 2 месяца назад
Ashwatha Damodaran predicted prise of adani group over valued after hindenburg report what happened now to adani group stock they just bounce back which questions his valuation method
@vincentprice4101
@vincentprice4101 2 месяца назад
thank you
@davidplugz
@davidplugz 2 месяца назад
Well said g
@finnnagner1755
@finnnagner1755 2 месяца назад
But my question is what stocks can be the next APPL in terms of growth for the next decade? I've set asides 500k to invest and my goal is to retire comfortably rich.
@MostAlpha
@MostAlpha 2 месяца назад
NVIDIA will correct shortly.
@sourabhimalik7564
@sourabhimalik7564 2 месяца назад
Caught some insider buzz about cyberopolis and the names involved.
@henrykim3281
@henrykim3281 2 месяца назад
He’s been warning since Nvidia was 400. I don’t buy his valuation
@heresteven
@heresteven 2 месяца назад
A.I. pc are coming out. What you think the demand will be on servers when the millions of PCs sold are demanding A.I. services. Even HP said the server side business is strong.
@inmate0054
@inmate0054 2 месяца назад
Well pushing to keep going. Time to sell or get dumped on
@jtotheb1337
@jtotheb1337 2 месяца назад
just buy it slowly, as he said, no need to sell
@tradergurlnancy1551
@tradergurlnancy1551 2 месяца назад
​@@jtotheb1337There's a "Sell Button?" 😅😅 Can't seem to find it! 😅🎉
@Roshan-gammer.001
@Roshan-gammer.001 2 месяца назад
Cyberopolis been the hot topic in several groups I'm in.
@yutube5167
@yutube5167 2 месяца назад
hey Tom, question, do you work for a company or you do only youtube videos and investing on stock market?
@dgaz3057
@dgaz3057 2 месяца назад
How much is a money printing machine worth to you?
@sandrathompson6381
@sandrathompson6381 2 месяца назад
North Korea has one 😂
@PiotrMys
@PiotrMys 2 месяца назад
NVIDIA is NOT overvalued IF we assume very low or no risk to its sales trajectory and most importantly to its margins. As long as they remain at this level, the valuation is OK.For me, whenever anyone tells "impenetrable moat" I get scared, there is no such thing in the long run. If any company proposes a competitive product, this will put pressure on the profit margins. I would not buy NVDIA at the current level, hold - sure but not increase my position - I would actually trim it (and I have)
@karenkirwan1280
@karenkirwan1280 2 месяца назад
What happens with 25 Billion share float????
@ehleste
@ehleste 2 месяца назад
Put all my savings into it, let's see what happens 🙈
@eitanros
@eitanros 2 месяца назад
😅
@LauricBeatz17
@LauricBeatz17 2 месяца назад
Never invest all your money in one Stock. Every investing book tells us that.
@shars.555
@shars.555 2 месяца назад
I guess both of you will see who has the last laugh. I want him strike gold, so to speak. ​@@eitanros
@heresteven
@heresteven 2 месяца назад
Momentum play. Go ahead and wait. Look what happened in the last 2 years. All these experts saying its price is too high and it can't make earnings.
@GoodAtheistAlway
@GoodAtheistAlway 2 месяца назад
7:14 Would light based chips be a danger in the coming years (photonic chips)
@hernstv
@hernstv 2 месяца назад
Here's a good one to watch on RU-vid, "Nvidia (NVDA) Stock Splits. Crash or Boom?" By Adam Khoo.
@stephen9463
@stephen9463 2 месяца назад
52 week high or average?
@yunismehdizade1623
@yunismehdizade1623 2 месяца назад
As he claims that NVIDIA is overpriced, NVIDIA's value increases over the time :)
@jrlottery7
@jrlottery7 2 месяца назад
I enjoy your content. Good advice!
@AlexinOslo
@AlexinOslo 2 месяца назад
He speaks in riddles.
@tachyon7777
@tachyon7777 2 месяца назад
What load of cr*p. What part of fundamentals is not connected to stock price? Did you even see their earnings reports?
@arifkhan-sy1it
@arifkhan-sy1it Месяц назад
If you want money from people don't show them fundamentals , these are for money lenders not partners. Show them perspective, they will join you through equity.
@hm8298
@hm8298 2 месяца назад
Haha He was saying its very very overpriced at $800
@Mrs.karthika
@Mrs.karthika 2 месяца назад
Yep, the signals are strong on cyberopolis, especially with the big endorsements.
@peterp4753
@peterp4753 2 месяца назад
When this guy is talking about NVDA, it's time to sell !
@dalebruno5201
@dalebruno5201 2 месяца назад
I’m new on here why do you say that is he always wrong
@1309gsk
@1309gsk 2 месяца назад
aswath has given uo agaismt nvidea altough e had different opion and i do not consoder him the best...........................................
@rabinderkhurana7598
@rabinderkhurana7598 2 месяца назад
The goat of valuation!!!
@user-ki7bs3rv7i
@user-ki7bs3rv7i 2 месяца назад
AI Nvidia is like Tesla ditching itself to their competitors. With the geopolitical conflicts happening, I doubt if Nvidia can keep up for the next couple of years. Ten years?
@ricky1wdv1
@ricky1wdv1 2 месяца назад
He does not understand how to give value to AI.. happens with all new disruptions.. any momentum eventually saturates and cools down, agreed..
@ronibajralia7008
@ronibajralia7008 2 месяца назад
INVIDIAs value right now i think should be 2,400
@boyasaka
@boyasaka 2 месяца назад
What !! You think the MCAP should be 60 trillion What the hell
@ronibajralia7008
@ronibajralia7008 2 месяца назад
@@boyasaka absolutely
@waynecsmith5145
@waynecsmith5145 2 месяца назад
AD is centric around the Discounted Cash Flow Model...NVDA is not a great company (3T Great) according to DCF...that is why he says other avenues are supplying the momentum driving NVDA... NVDA ($1,209.98) is overvalued by 122.14% relative to the estimate of its Fair Value price of $544.70 based on Discounted Cash Flow (DCF) modelling
@GibsonJames-gr3on
@GibsonJames-gr3on 2 месяца назад
Is it too late now to invest in NVIDIA?
@GiovanniManninoGmDriveSmart
@GiovanniManninoGmDriveSmart 2 месяца назад
Mo
@GiovanniManninoGmDriveSmart
@GiovanniManninoGmDriveSmart 2 месяца назад
No
@NaveenKumar-or1rf
@NaveenKumar-or1rf 2 месяца назад
This guy proves always wrong on nvidia. One year ago he said nvidia is over valued. Rest you know what happened
@Marc-NZ
@Marc-NZ 2 месяца назад
No one is talking about the chance that Nvidia's CEO is AI super developed from the future...
@tachyon7777
@tachyon7777 2 месяца назад
This guy is a bear. Got proven wrong. Repeatedly.
@shamseddin---
@shamseddin--- 2 месяца назад
Yes, this bubble will blow out later this year
@KBar591
@KBar591 2 месяца назад
Ashwath is not a broken record, he is WRONG !!
@timpfeifer553
@timpfeifer553 2 месяца назад
When you say time in the market beats timing the market, you contradict yourself at buying slowly into it. Just by dca it's mentally easier. Studies have shown that putting it into the thing you want to get anyway at once give you the market time advantage.
@chrischan4091
@chrischan4091 2 месяца назад
anyone who has watched CNBC over the last few months will know that this guy has been dead wrong, and if you listened to him you'd be far far behind.
@johnhobbs7697
@johnhobbs7697 2 месяца назад
I do not trust lamestream media
@ron6423
@ron6423 2 месяца назад
Nope. Your wrong.NVIDIA dominates 65 percent of A.I. chips and GPU accelerated computing. They also Pioneer A.I. 2nd place us is Intel at 22%.way far behind So this is like moot for the rest
@vivekrbs
@vivekrbs 2 месяца назад
Who is this guy aswath ?
@gettrtr1456
@gettrtr1456 2 месяца назад
Cheers Tom
@shabpnd481
@shabpnd481 2 месяца назад
NVDA is riskier then cisco at this price because the treat from ASICS and RISKV
@JohnDoeTheFirst
@JohnDoeTheFirst 2 месяца назад
SOLD! I will sit in until split pullback :DD
@fractalelf7760
@fractalelf7760 2 месяца назад
Or, it will run like Tesla did after the split.
@DintlP
@DintlP 2 месяца назад
😂 people thinking that split will rocket this. I think differently because split is rugpull and continuous tanking
@LainJackson337
@LainJackson337 2 месяца назад
Wrong
@boyasaka
@boyasaka 2 месяца назад
​@@DintlPso 6 days after that split and it's gained over 6 percent What do you say to that ??
@deepdoodoo3252
@deepdoodoo3252 2 месяца назад
Will it really be overpriced at 1/10 the price after the split ?
@sandrathompson6381
@sandrathompson6381 2 месяца назад
Yes 😂 10 to 1 split don't change fundamental PE 32x is high
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